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Spotlight Asset Group’s McKesson MCK Stock Holding History

Spotlight Asset Group’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$35K Hold
60
– – 0.02% 153
2024
Q1 		$32.2K Buy
60
+27
+82% +$13.7K 0.02% 161
2023
Q4 		$14.3K Hold
33
– – 0.01% 180
2023
Q3 		$14.3K Hold
33
– – 0.01% 180
2023
Q2 		$14.1K Buy
+33
New +$12.7K 0.01% 189
2020
Q2 		– Sell
-1,812
Closed -$245K – 145
2020
Q1 		$245K Hold
1,812
– – 0.13% 91
2019
Q4 		$242K Buy
+1,812
New +$256K 0.12% 101

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Spotlight Asset Group's MCK Position: Q2 2024 in Review

Spotlight Asset Group held its McKesson (MCK) position steady in Q2 2024 at 60 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #153.

Spotlight Asset Group first reported a position in MCK in Q4 2019 and has held it in 7 quarters since. The position peaked at $245K in Q1 2020. 1,631 funds tracked by Wall St. Rank hold MCK as of Q2 2024.

  • Spotlight Asset Group held 60 shares of McKesson worth $35K as of Q2 2024.
  • Spotlight Asset Group left its McKesson share count unchanged in Q2 2024.
  • McKesson made up 0.02% of Spotlight Asset Group's portfolio in Q2 2024, its #153 holding.
  • Spotlight Asset Group first reported a position in McKesson in Q4 2019 and has held it in 7 quarters since.
  • Spotlight Asset Group's McKesson position peaked at $245K in Q1 2020.
  • 1,631 funds tracked by Wall St. Rank held McKesson as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.